Introducing the 529 Pro Evaluator

The ultimate tool for fiduciary advisors lets you compare 529 plans and their underlying portfolios head-to-head. Subscribe now to try it!

Fees and historical returns

Projected net earning by share class

Impact of state tax benefits

"This tool is great. It was super easy for me to compare my client's current plan to the 529 I would recommend and show him that he can save almost $10,000 in fees over the next 14 years. That's huge."

Nannette Kamien
Inspiration Financial Planning

You can expertly guide your client's college savings and funding choices with full access to:

Exclusive content for financial professionals

529 performance rankings and fee studies

In-depth 529 investment portfolio data and comparisons

Look-up tool for sales charges and breakpoint schedules

A suite of calculators with downloadable reports

Practice-building resources

Biweekly newsletter

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